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WisdomTree India Earnings Fund ETF
EPI

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

30% more funds holding

Funds holding: 215 → 280 (+65)

7.28% more ownership

Funds ownership: 52.14% → 59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M

Top Buyers

1
Jane Street
Jane Street
New York
+$207M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$66.9M
3
MIH
Meitav Investment House
Israel
+$51.1M
4
Bank of America
Bank of America
North Carolina
+$34.6M
5
OMC
Old Mission Capital
Illinois
+$31.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$75.1M
2
DCM
Driehaus Capital Management
Illinois
-$16M
3
Renaissance Technologies
Renaissance Technologies
New York
-$12.9M
4
HighTower Advisors
HighTower Advisors
Illinois
-$11.4M
5
MMA
Miracle Mile Advisors
California
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$14.3M +$6.66M +154,919 +89%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$13.7M +$3.27M +76,209 +32%
Citadel Advisors
28
Citadel Advisors
Florida
$13.3M +$10.4M +241,312 +379%
Ameriprise
29
Ameriprise
Minnesota
$12.7M -$2.13M -49,506 -15%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$11.8M +$2.45M +57,047 +27%
TW
31
Trajan Wealth
Arizona
$11.1M +$10.9M +254,349 New
KAS
32
Kestra Advisory Services
Texas
$10.7M +$9.31M +216,771 +737%
CCM
33
Cullen Capital Management
New York
$10.6M -$36.1K -841 -0.3%
GVAG
34
Great Valley Advisor Group
Delaware
$10M +$9.89M +230,166 New
Osaic Holdings
35
Osaic Holdings
Arizona
$9.8M +$1.97M +45,743 +26%
Millennium Management
36
Millennium Management
New York
$9.68M +$9.55M +222,303 New
BSG
37
Black Swift Group
Colorado
$9.57M +$257K +5,984 +3%
RC
38
Randolph Company
Ohio
$9.35M -$4.55K -106 -0%
KHLMTHM
39
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.18M +$8.07M +187,750 New
WMWM
40
Whitaker-Myers Wealth Managers
Ohio
$7.84M +$851K +19,809 +12%
PAG
41
Private Advisor Group
New Jersey
$6.29M +$3.38M +78,582 +119%
BWM
42
Bulltick Wealth Management
Florida
$6.1M +$6.02M +140,035 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$5.94M +$2.89M +67,356 +98%
RJA
44
Raymond James & Associates
Florida
$5.87M +$1,000K +23,269 +21%
CCM
45
Carmel Capital Management
California
$5.59M +$12.9K +300 +0.2%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$5.41M +$4.29M +99,900 +413%
PCOTEOTHU
47
Provident Company of the Employees of the Hebrew University
Israel
$5.34M +$5.26M +122,539 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$5.21M +$5.14M +119,538 New
AWA
49
Adapt Wealth Advisors
Georgia
$5.2M +$5.12M +119,277 New
EH
50
Equitable Holdings
New York
$4.71M +$1.19M +27,612 +34%
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EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.